BNDI NEOS ETF TRUST: institutional ownership and insider trading

32 funds reported holding $129M of NEOS ETF TRUST in their latest 13F filings; in Q2 2026 funds net bought $8.14M, with 7 new positions and 6 funds selling out.

Largest institutional holders of BNDI

  1. Retirement Planning Group, LLC — $107M
  2. LPL Financial LLC — $5.92M
  3. Carter Financial Group, INC. — $4.65M
  4. ENVESTNET ASSET MANAGEMENT INC — $2.78M
  5. Compound Planning, Inc. — $1.21M
  6. HighTower Advisors, LLC — $940K
  7. Clearstead Advisors, LLC — $848K
  8. Coastal Bridge Advisors, LLC — $673K
  9. Cambridge Investment Research Advisors, Inc. — $639K
  10. Berger Financial Group, Inc — $581K

Who owns the most BNDI stock?

The largest institutional holders of NEOS ETF TRUST in the latest 13F filings are Retirement Planning Group, LLC ($107M), LPL Financial LLC ($5.92M), Carter Financial Group, INC. ($4.65M).

All BNDI 13F holders